AUMdb

Collard & Roe Retirement Savings Plan

Sponsored by Collard & Roe, P.C. · EIN 112481988 · Plan #002

Total assets
Net assets
Active participants
23
With balances
21

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.